Stonebridge Financial Group is an independent financial firm located in Charlotte, NC, offering a high standard of care and personalized guidance based on clients' entire financial picture. With a commitment to transparency and a fee structure that is simple and clear, Stonebridge Financial Group aims to provide clients with confidence in their investment recommendations and guidance. Their experienced team supports clients' complex financial needs, ensuring a responsive and attentive relationship.
As an independent firm, Stonebridge Financial Group operates without the inherent bias present in certain financial institutions today, allowing clients to feel truly confident in their investment decisions. They offer a range of services, including financial planning, estate planning strategies, retirement plan consulting, and insurance services. With a focus on customized guidance and a dedication to client satisfaction, Stonebridge Financial Group stands apart from traditional wealth management or brokerage firms on Wall Street.
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